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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

598 hedge funds and large institutions have $8.81B invested in Invesco S&P 500 Quality ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 254 increasing their positions, 142 reducing their positions, and 35 closing their positions.

Holders
598
Holders Change
+56
Holders Change %
+10.33%
% of All Funds
7.96%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
100
Increased
254
Reduced
142
Closed
35
Calls
$355K
Puts
–
Net Calls
+$355K
Net Calls Change
-$109K

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$84.3M
2
LPL Financial
2
LPL Financial
California
$584M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$33.4M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$514M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$547M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$43.9M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$706K
3
PP
3
Prudential plc
United Kingdom
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$71.3M +$3.79M +56,531 +6%
TC
27
Trilogy Capital
California
$69.2M +$2.19M +32,711 +3%
DCM
28
Davidson Capital Management
Texas
$56M +$929K +13,856 +2%
EK
29
Evensky & Katz
Florida
$53.4M -$748K -11,155 -1%
PCMC
30
Paragon Capital Management (Colorado)
Colorado
$52.2M -$129K -1,931 -0.2%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$51.4M +$20.5M +305,990 +66%
MCM
32
Mainstay Capital Management
Michigan
$43.9M -$53.5M -798,101 -55%
MIA
33
Milestone Investment Advisors
Wisconsin
$37.6M +$2.52M +37,611 +7%
Stifel Financial
34
Stifel Financial
Missouri
$36.7M +$662K +9,878 +2%
AssetMark Inc
35
AssetMark Inc
California
$35.7M -$6.17M -92,117 -15%
CPA
36
Capital Planning Advisors
California
$35.3M +$2.27M +33,869 +7%
FIC
37
Family Investment Center
Missouri
$35M +$1.08M +16,177 +3%
WWA
38
WCG Wealth Advisors
Nevada
$34.7M +$6.23M +92,948 +22%
MML Investors Services
39
MML Investors Services
Massachusetts
$34.7M +$5.56M +82,987 +19%
WMR
40
Wealth Management Resources
Rhode Island
$33.7M +$19.2M +286,391 +133%
Corient Private Wealth
41
Corient Private Wealth
Florida
$33.4M +$27.6M +412,080 +477%
AAS
42
Avantax Advisory Services
Texas
$31.5M +$10.2M +152,016 +48%
PCMC
43
Private Capital Management (Colorado)
Colorado
$31.4M -$2.32M -34,540 -7%
SWM
44
Schwallier Wealth Management
Michigan
$29.9M +$60.6K +904 +0.2%
AWS
45
Atria Wealth Solutions
New York
$28.9M +$1.46M +21,757 +5%
Two Sigma Investments
46
Two Sigma Investments
New York
$27.9M +$2.87M +42,800 +11%
SWP
47
Stratos Wealth Partners
Ohio
$27.1M +$2.35M +35,010 +9%
SGWM
48
Sterling Group Wealth Management
California
$26.5M +$588K +8,767 +2%
USB
49
Union Savings Bank
Connecticut
$26M +$2.8M +41,842 +12%
OWM
50
Orgel Wealth Management
Wisconsin
$25.1M -$78.2K -1,166 -0.3%
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